Filed July 19, 1991
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $257,060 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $246,178 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 51 · EIN 04-2691242 | Investment Mgmt Fees | $196,631 |
BRIDGEWATER1+ years Filed as: BRIDGEWATER ALL WEATHERPORTFOLIOIII Service code 51 · EIN 98-1501379 | Investment Mgmt Fees | $15,038 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $321,431-100.0% | $308,850-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 52.9%-52.9pp | 48.5%-48.5pp | 45.9%-45.9pp |
| Annual return | 0.00% | 14.95%-14.9pp | 14.41%-14.4pp | 10.21%-10.2pp |
| Employer contribution / active EE | $0 | $48,159-100.0% | $45,283-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $8,071-100.0% | $9,941-100.0% | $13,518-100.0% |